Creating & Organizing your Playbook Content

Learn best practices for creating and organizing content inside of Trainual

Chelsey Krisay avatar Alex Lockhart avatar Shawn Jensen avatar +5
66 articles in this collection
Written by Chelsey Krisay, Alex Lockhart, Shawn Jensen and 5 others
Creating & Organizing Subjects

Templates

Kickstart your documentation with pre-built Subject Templates
Shawn Jensen avatar
Written by Shawn Jensen
Updated over a week ago

Add A New Subject

Learn how to create a Subject in your trainual account
Xavier Lopez avatar
Written by Xavier Lopez
Updated over a week ago

Company, Policies, & Processes

Learn how to intentionally categorize your playbook content.
Shawn Jensen avatar
Written by Shawn Jensen
Updated over a week ago

Subject Structure (Subject, Topics, Steps)

Learn how Trainual Subjects are structured with Topics and Steps
Rachel Astori avatar
Written by Rachel Astori
Updated over a week ago

How to use the Outline View

Start getting your business out of your brain through outlining
Shawn Jensen avatar
Written by Shawn Jensen
Updated over a week ago

Outline Your Subjects

Check out best practices for creating and outlining your Subjects inside of Trainual.
Cindy Bellers avatar
Written by Cindy Bellers
Updated over a week ago

Filter Subjects On Company, Policies, & Processes Pages

Learn how to filter Subjects by status, type, content access, and Roles
Hannah Clack avatar
Written by Hannah Clack
Updated over a week ago

Add A New Topic

Learn how to add a Topic to your Subject
Hannah Clack avatar
Written by Hannah Clack
Updated over a week ago

Create & Add Content To A Step

Start documenting your playbook content in Steps
Hannah Clack avatar
Written by Hannah Clack
Updated over a week ago

Move A Subject, Topic, Or Test

Learn how to easily move your Subjects to new categories, and your Topics and Tests into new Subjects.
Cindy Bellers avatar
Written by Cindy Bellers
Updated over a week ago

Delete a Topic or Step

How to quickly delete an existing Topic or Step from a Subject
Shawn Jensen avatar
Written by Shawn Jensen
Updated over a week ago

Reorder Content

Learn how to move your Subjects, Topics, Tests, and Steps from one spot to another
Hannah Clack avatar
Written by Hannah Clack
Updated over a week ago

Manage A Subject

Learn how to manage content on a Subject page
Hannah Clack avatar
Written by Hannah Clack
Updated over a week ago

Migrating To Trainual From Google Docs Or Word

Learn how to migrate your existing docs to your Trainual account
Chelsey Krisay avatar
Written by Chelsey Krisay
Updated over a week ago

How to Duplicate (copy) existing Content

Learn how to make a duplicate copy of a Subject, Topic, or Step
Hannah Clack avatar
Written by Hannah Clack
Updated over a week ago

Delete a Subject

Learn how to delete a Subject within your Trainual account
Cindy Bellers avatar
Written by Cindy Bellers
Updated over a week ago

Archive & Unarchive Subjects

Learn how to archive and unarchive a Subject in your account
Hannah Clack avatar
Written by Hannah Clack
Updated over a week ago

Collections

Learn how to organize your subjects with collections!
Cindy Bellers avatar
Written by Cindy Bellers
Updated over a week ago

Edit Collections

Learn how to edit an existing Collection and how to move a Subject from one Collection to another
Cindy Bellers avatar
Written by Cindy Bellers
Updated over a week ago

Pin Collections

Learn how to pin a Collection to the navigation sidebar
Xavier Lopez avatar
Written by Xavier Lopez
Updated over a week ago

Share Changes

Learn how to share your Trainual content changes with your team
Hannah Clack avatar
Written by Hannah Clack
Updated over a week ago
Adding Text & Multimedia to Steps

Insert Code Snippets

Learn how to insert code snippets in your Trainual content
Xavier Lopez avatar
Written by Xavier Lopez
Updated over a week ago

Add Stock Images

Add some flair to your content with stock images!
Cindy Bellers avatar
Written by Cindy Bellers
Updated over a week ago

Add Images And Videos To Test Questions

Make your Tests engaging by adding images and videos
Hannah Clack avatar
Written by Hannah Clack
Updated over a week ago

Add A GIF To A Step

Learn how to make your content more engaging with GIFs
Hannah Clack avatar
Written by Hannah Clack
Updated over a week ago

Add Images To A Step

Make your content engaging by adding photos
Hannah Clack avatar
Written by Hannah Clack
Updated over a week ago

Embed a Google Calendar

Learn how to embed a Google Calendar in your Trainual content
Katie Liming avatar
Written by Katie Liming
Updated over a week ago

Embed PDFs With Quick Embeds

Learn how to Embed PDFs into your content with the Quick Embeds tool
Xavier Lopez avatar
Written by Xavier Lopez
Updated over a week ago

Insert Images Side-by-side

Learn how to place photos side by side in your Steps!
Cindy Bellers avatar
Written by Cindy Bellers
Updated over a week ago

Uploading Audio Files

Learn how to upload an audio file or embed a file from SoundCloud!
Rachel Astori avatar
Written by Rachel Astori
Updated over a week ago

Link Your Trainual Content In Trainual

Learn how to link one area of your Trainual content to a Step
Xavier Lopez avatar
Written by Xavier Lopez
Updated over a week ago

Copy the Permalink for a Subject, Topic, or Step

Easily reference other documented content in your account
Shawn Jensen avatar
Written by Shawn Jensen
Updated over a week ago

Add Screen Captures

Learn how to capture screenshots to add to your content
Hannah Clack avatar
Written by Hannah Clack
Updated over a week ago

Uploading Files

Learn how to insert files right into your Trainual content!
Cindy Bellers avatar
Written by Cindy Bellers
Updated over a week ago

In-App Screen Recorder

If you have a Premium Plan, see how to create videos using the in-app screen recording tool!
Cindy Bellers avatar
Written by Cindy Bellers
Updated over a week ago

Insert YouTube Videos Using Quick Embeds

Learn how to embed Youtube videos with Quick Embeds
Xavier Lopez avatar
Written by Xavier Lopez
Updated over a week ago

Loom x Trainual Integration

Record & add Loom videos right inside a step.
Alex Lockhart avatar
Written by Alex Lockhart
Updated over a week ago

Insert Media With Quick Embed

Check out how to insert your multimedia directly into your Trainual!
Cindy Bellers avatar
Written by Cindy Bellers
Updated over a week ago

Upload A Video From Google Drive

Learn how to insert a video from Google Drive into Trainual
Cindy Bellers avatar
Written by Cindy Bellers
Updated over a week ago

Services Supported By Quick Embeds

Did you know our Quick Embeds tool supports hundreds of different providers? Check out this article to see the full list!
Cindy Bellers avatar
Written by Cindy Bellers
Updated over a week ago

Embedding OneDrive Files & Stream Videos In Trainual Steps

Embed Word docs, PowerPoint slide decks, Excel Spreadsheets, PDFs, Stream videos, and more from Microsoft OneDrive.
Shawn Jensen avatar
Written by Shawn Jensen
Updated over a week ago

Insert Loom Videos Using Quick Embeds

Is Loom your screen recorder of choice? See how you can easily insert your Loom videos into Trainual!
Cindy Bellers avatar
Written by Cindy Bellers
Updated over a week ago

Insert Vimeo Videos Using Quick Embeds

Is Vimeo your video host of choice? Learn how embed your videos right into Trainual!
Cindy Bellers avatar
Written by Cindy Bellers
Updated over a week ago

Insert Wistia Videos Using Quick Embeds

Learn to insert your Wistia videos directly into Trainual!
Cindy Bellers avatar
Written by Cindy Bellers
Updated over a week ago

Embed Google Slides In A Step

Add an interactive presentation to your content with Google Slides
Shawn Jensen avatar
Written by Shawn Jensen
Updated over a week ago

Record And Embed A Droplr GIF

Embed moving screenshots in your Trainual Steps
Hannah Clack avatar
Written by Hannah Clack
Updated over a week ago

Embed a Form

Learn how to embed a form from Google Forms, TypeForm & more!
Hannah Clack avatar
Written by Hannah Clack
Updated over a week ago